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BOULEVARD

BLOOMINGTON, MN · CRD 164423 · IAPD ↗ · boulevardwealth.com · 877-664-2583

$119.5MRegulatory AUM
4Advisory reps
5Employees
11Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — BOULEVARD (BLOOMINGTON, MN) is newly SEC-registered with $112.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.